Fee-only adviser · Aventura, FL
B1 Financial
B1 Financial is a fee-only investment adviser registered with the securities regulators of California, Florida, New York, Ohio, with its main office in Aventura, Florida. On its latest Form ADV, filed August 13, 2026, it reports $40M in regulatory assets under management, 72 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, New York, Ohio |
|---|---|
| Firm CRD number | 323539 |
| Office | 19505 Biscayne Blvd Suite 2350 Aventura, FL 33180 |
| Phone | (954) 736-4699 |
| Website | www.b1.financial |
| Regulatory assets under management | $40M |
| Individual clients | 5 non-high-net-worth, 67 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Aventura
- Activest Wealth Management, LLC $1.5B
- Omnia Family Wealth, LLC $995M
- CV Advisors LLC $15.1B
- Fitzroy Investment Advisors LLC $1.0B
- Goalfocus Financial, LLC $9.3M
- Evolution Wealth Advisors, LLC $2.0B
See all 13 fee-only advisers in Aventura →
Nearby
- Hallandale Beach 3 firms
- North Miami Beach 2 firms
- Hollywood 3 firms
- North Miami 2 firms
- North Bay Village 1 firm
- Cooper City 1 firm
- Miami Shores 1 firm
- Miramar 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at B1 Financial? Update this listing.